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To open a new Investment Management Account click on OPEN AN ACCOUNT or call us for a new client forms packet.  Forms are fillable PDF files.  You can fill in the forms online and then print them out to mail or fax to us.

 

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View your investment account online at:
TDWaterhouse.com,  
Scottrade.com,
optionsXpress.combrokersXpress.com,  or at InteractiveBrokers.com

Scottrade local branches
Colorado Springs:
70 S. Cascade Ave. (at Pikes Peak), Colorado Springs, CO 80903 (719) 448-0633, 7AM-5PM
Colorado Springs: 9235 N. Union, (at Briargate Pkwy) Suite 150, Colorado Springs, CO 80920 (719) 282-3100, 7AM-5PM
Aurora: 24300 E Smoky Hill Rd, (east of E-470) Suite 110, Aurora, CO 80016 (303) 690-8655, 7AM-5PM
Denver: 950 17th St. (at Curtis St.), Suite 101, Denver, CO 80202 (303) 892-5500, 7AM-5PM
Cherry Creek: 201 University Blvd., Suite 104, Denver, CO 80206 (303) 394-6989, 7AM-5PM
Denver Tech Center: 5332 DTC Blvd, (east of I-25, Belleview exit) Suite 300, Greenwood Village, CO 80111 (303) 759-8502, 7AM-5PM
Littleton: 8204 S Kipling Pkwy, (north of C-470) Unit 130, Littleton, CO 80127 (720) 981-1980, 7AM-5PM
Westminster: 2751 W 120th Ave, (at Federal Pkwy) Suite 300, Westminster, CO 80234 (303) 438-1980, 7AM-5PM
Boulder: 2425 Canyon Blvd. (at Folsom St.), Suite N, Boulder, CO 80302 (303) 413-0800, 7AM-5PM
Fort Collins: 150 East Harmony Road Unit 2D, Fort Collins, CO 80525 (970) 225-8011, 7AM-5PM

TD Waterhouse local branches
Denver Tech Center, 8000 E. Belleview Ave., Suite E10, Greenwood Village, CO 80111 (800) 934-4448
Equitable Bldg., 724 17th St., Denver, CO 80202 (800) 934-4448
1434 Spruce St., Suite 100, Boulder, CO 80302 (800) 934-4448

Please Note:  TDWaterhouse and Scottrade offer many no-load mutual funds with No Transaction Fee (NTF).  A short-term redemption fee may be imposed on certain mutual funds held less than 180 days.  In addition, some mutual funds charge a redemption fee as stated in their prospectus.  
For information on TDWaterhouse short-term redemptions and other fees click here
For information on Scottrade short-term redemptions and other fees click here

TDWaterhouse commissions for transactions are very competitive. 
For the TD Waterhouse current commission schedule click here.

Scottrade commissions for transactions are very competitive. 
For the Scottrade current commission schedule click here.

For a list of Scottrade No Load, No Transaction Fee (NTF) Fund choices click here.
For a list of Scottrade No Load, Transaction Fee (TF) Fund choices click here.

For a comparison chart of commissions charged by several different online brokerage firms click here.

OptionsXpress (brokersXpress) has very competitive commissions for stocks, bonds and options and allows options trading in retirement accounts such as IRAs.
For the OptionsXpress (brokersXpress) commission schedule click here.

Options investors should read the Options Risk disclosure brochure under Brochures.

Interactive Brokers commissions are very low. Best choice for active traders, low-priced stocks (penny stocks, OTC Bulletin Board), and Canadian stocks.  Can trade stocks, bonds, options, ETFs, penny stocks, commodities, futures, futures options, forex in the same Universal account.  No mutual funds.  Automated program trading is available.  Individual, IRA, and business entity accounts available.  Apply online.
For the InteractiveBrokers current commission schedule click here.

As a fee-based firm, Advisor Financial Services  does not receive any commissions from brokerage transactions at these brokerage firms.

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